My Blog List

Friday, April 12, 2013

Changing data source and restoring list values in a crystal report


This is specific to Crystal reports pointing to finance databases because unlike Data warehouse and custom applications, database names for finance prodction and development are different and crystal report data source configuration needs to modify before we move it to production.  Check the database configuration for crystal report on BODEV server.

In below  example the data source name is PSFINPRD however it is pointing to PSFINTST for testing purpose.









To change that and point it PSFINPRD, open the crystal report from server and change data source.









You can create a new data source or use the existing one and update it within the crystal report and hit update.


















Once done, make sure your new/updated data source us pointing to correct server and Database catalog.














If you have a crystal report with sub-reports in it, make sure to update the data source in all reports.
Example below: 














During making the changes in crystal reports you may lose the static drop down from various prompts and they needs to be restore before production migration of reports.

Please check with crystal report developer for complete information about dropdown list and number of places it needs to be updated.
Below if the example from Order Intake Summary Report crystal report. For example in this report we need to restore two drop down list

1-      Business unit
2-      Yes and No response.

Open the crystal report and navigate to View -> Field Explorer



 Look for the prompt with drop down list, right click on it and choose edit.













Import the data from text file or data as provided by developer. Also make sure to update the value options as desired.